Janney Montgomery Scott’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-12,095
| Closed | -$75K | – | 2153 |
|
2019
Q2 | $75K | Sell |
12,095
-5,516
| -31% | -$34.2K | ﹤0.01% | 2013 |
|
2019
Q1 | $124K | Sell |
17,611
-6,110
| -26% | -$43K | ﹤0.01% | 1933 |
|
2018
Q4 | $158K | Sell |
23,721
-1,040
| -4% | -$6.93K | ﹤0.01% | 1813 |
|
2018
Q3 | $210K | Buy |
24,761
+1,759
| +8% | +$14.9K | ﹤0.01% | 1901 |
|
2018
Q2 | $209K | Buy |
+23,002
| New | +$209K | ﹤0.01% | 1836 |
|
2018
Q1 | – | Sell |
-11,203
| Closed | -$141K | – | 2020 |
|
2017
Q4 | $141K | Buy |
+11,203
| New | +$141K | ﹤0.01% | 1859 |
|
2016
Q1 | – | Sell |
-18,490
| Closed | -$290K | – | 1424 |
|
2015
Q4 | $290K | Buy |
+18,490
| New | +$290K | 0.01% | 1072 |
|
2014
Q3 | – | Sell |
-10,600
| Closed | -$131K | – | 2328 |
|
2014
Q2 | $131K | Buy |
+10,600
| New | +$131K | ﹤0.01% | 2078 |
|